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Bellwether Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bellwether Investment Group’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,382
Closed -$318K – 864
2016
Q4 		$318K Buy
+4,382
New +$303K 0.29% 92
2016
Q2 		$271K Buy
+4,232
New +$266K 0.3% 93

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bellwether Investment Group's IJJ Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2017, closing a stake of 4,382 shares — an estimated $318K sold.

Bellwether Investment Group first reported a position in IJJ in Q2 2016 and held it in 2 quarters. The position peaked at $318K in Q4 2016. 391 funds tracked by Wall St. Rank hold IJJ as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 4,382 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2017, an estimated $318K.
  • Bellwether Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $318K in Q4 2016.
  • 391 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.